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Careers

The markets and investing have always been exciting to me. I am actually holding a Wall Street Journal paper in my high school senior portrait.  I have been a financial consultant for 17 years, with the last 15 operating Fourth Avenue Financial, my own independent firm. I still come to work with enthusiasm and an eagerness to learn about the dreams my clients hold dear.  I know, as an independent advisor my passion and creativity can be fully utilized to serve my clients to the best of my ability. I have no quotas or proprietary products to push on my clients as directed from management that doesn’t understand the needs of my clients.  Over the years, I’ve discovered why so many advisors willingly trap themselves at these kind of investment firms.  Most advisors want to serve their clients, they do not want to deal with the hassles of running their own business each day.  By joining us at Fourth Avenue Financial, you get the flexibility and freedom of an independent advisor with the support of a fully staffed and equipped office. If you are ready to recapture the excitement you felt when you started your career, then give me a call.